Moxie

What is Moxie?

Moxie is the ultimate tool for freelancers looking to streamline their client management process. With features like client health snapshots, customizable fields, and levels of access for collaborators, Moxie ensures that every aspect of your business is organized and easy to manage. Say goodbye to scattered mailing addresses and lost invoices, Moxie's client management system keeps everything in one place.

When it comes to project management, Moxie has got your back. Whether you prefer to focus on high-level projects or granular subtasks, Moxie's system offers the flexibility you need to stay on top of your workload. From billing options to controlled access for clients and teammates, Moxie helps you stay organized and productive without judgement.

Tracking expenses and managing finances can be a headache for freelancers, but with Moxie's accounting features, it's a breeze. Organize expenses, track vendors, and generate profit and loss reports with ease. With integrations with Plaid, QuickBooks, Xero, and more, Moxie makes it simple to keep your finances in order and focus on what you do best: freelancing.

When it's time to send out proposals and contracts, Moxie has all the tools you need to impress clients and protect your business. With customizable templates, legal terms vetted by attorneys, and seamless integration with invoicing and project management, Moxie streamlines the onboarding process and helps you win more clients. Say goodbye to proposal panic with Moxie by your side.

Moxie's calendar feature is the ultimate business companion for freelancers. Keep track of meetings, project deadlines, and invoices all in one place. With integrations with Google, iCal, and Outlook, Moxie ensures that you never miss a beat. Stay organized, stay on top of your business, and breathe a sigh of relief with Moxie's intuitive calendar tool.

How to Use Moxie?

Step 1: Getting Started with Moxie

• Visit the Moxie website at www.withmoxie.com.
• Click on 'Get started' to create a new account.
• Follow the prompts to enter your details and set up your profile.
• Start your 14-day free trial to explore Moxie's features.

Step 2: Setting Up Client Management

• Log in to your Moxie account.
• Navigate to the 'Client Management' section from the dashboard.
• Add a new client by filling in their details such as name, email, and custom fields.
• Save the information to create a single source of truth for all client-related data.

Step 3: Managing Projects

• Go to the 'Project Management' tab.
• Click on 'Add New Project' and enter the project details like name, description, and deadlines.
• Set the billing method (hourly, recurring, fixed rate, or a combination).
• Add tasks and subtasks, and assign them to team members if necessary.

Step 4: Tracking Time

• Select 'Time Tracking' from the main dashboard.
• Click on 'Start Timer' to begin tracking your time in real time.
• Stop the timer when you complete the task or manually add time later.
• Assign the tracked time to specific clients and projects for accurate billing.

Step 5: Creating and Sending Invoices

• Navigate to 'Invoices' from the main menu.
• Click on 'Create New Invoice' and select the client and project.
• Add billable hours, reimbursable expenses, and any other pertinent details.
• Send the invoice directly from Moxie, and set up automatic reminders if necessary.

Step 6: Managing Proposals and Contracts

• Go to the 'Proposals & Contracts' section.
• Click on 'Create New Proposal' and select a template or create one from scratch.
• Include details about your packages, prices, and the scope of work.
• Send the proposal to the client for review and e-signature.

Step 7: Utilizing the Calendar

• Access the 'Calendar' from the dashboard.
• Integrate your calendar with Google, iCal, or Outlook.
• Schedule tasks, meetings, and deadlines.
• Track when agreements were sent or signed and add these dates to your calendar.

Step 8: Client Portal Customization

• Navigate to 'Client Portal' from the dashboard.
• Customize the portal's design to match your branding.
• Connect all Moxie tools like projects, invoices, and agreements that clients need to access.
• Add custom pages and external links if required.

Step 9: Setting Up Meetings

• Go to the 'Meeting Scheduler' feature.
• Set your availability in Moxie and generate a meeting link.
• Customize meeting types and add embedded forms for details.
• Integrate with Zoom, Google Meet, and Sessions for seamless scheduling.

Step 10: Communicating Efficiently

• Open the 'Communicator' section.
• Set up a business phone line with answering service and forwarding.
• Sync known contacts to keep your inbox spam-free.
• Define 'in office' hours to set boundaries for client communication.

Moxie Features

Client Management: Moxie CRM

The Moxie CRM is a powerful tool designed to help freelancers manage their clients effectively. It serves as the heart of your business, allowing you to keep track of client information, agreements, invoices, and even personal details like pets' names.

Function Detail

• With Moxie CRM, you can easily view a client health snapshot, showing what tasks you've completed and what payments you've received.
• You can maintain a single source of truth by storing addresses, agreements, invoices, and other relevant information in one place.
• Customizable fields allow you to track all your favorite data points and customize the CRM to suit your business needs.

Project Management: Moxie Projects

Moxie Projects is a flexible project management tool that helps freelancers stay organized and productive. Whether you prefer to track tasks at a high level or delve into granular subtasks, Moxie Projects offers the right level of flexibility for your workflow.

Function Detail

• You can create high-level projects or specific tasks with granular subtasks, allowing you to organize your work according to your preferences.
• Choose from various billing options, including hourly rates, recurring payments, fixed rates, or a combination to suit your project needs.
• Controlled access settings enable you to collaborate with clients and team members effectively, ensuring seamless project management.

Moxie Frequently Asked Questions